If required a user can upload and attach any document or image to serve as an audit trail using the “Upload Attachments" button on the Activity Data Analysis Screen. This is usually done during the manual data entry, but can also be added afterwards. This would commonly consist of scanned PDF documents of the original invoices or photos of odometers, meters, or refrigeration unit information plates.
Step 1: Navigate to the Data Management section by clicking on the Data Management icon the second icon at the top of the screen.
Step 2: Next select the activity you wish to attach a reference document to, using the tree view, selectors and filter search to refine the list.
Step 3: Once the activity is selected, click the Edit button on the "Activity Data Analysis" Screen.
Step 4: Next click on "Add New Documents" beside the Reference Documents option and choose the document to attach from your computer.
Step 5: When you are finished, input a note in the space provided detailing what the attachment contains, and click "Save".
The document is now attached to the activity or auditing.